DAHANG LU
Richmond Hill,ON
Summary
Analytical, detail and relationship-oriented, ambition-driven employee. Effective communicator and team player, always prioritize the collective goal of the team and being supportive to teammates.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
06.2025 - Current
- Provided exceptional customer service to clients, addressing inquiries and resolving issues promptly.
- Processed financial transactions accurately, ensuring compliance with regulatory standards and company policies.
- Educated clients on various financial products, enhancing understanding and promoting informed decision-making.
- Collaborated with team members to streamline processes, improving overall efficiency in service delivery.
Financial Service Associate
CIBC
07.2023 - Current
- As a Financial Services Associate in the Imperial Service Team, partnering with Financial Advisors to help high value clients secure their futures and set up their businesses, providing administrative and client support to seek business growth opportunities.
Customer Service Representative
CIBC
06.2022 - 07.2023
- As a member of the Personal and Business Banking Team, using your knowledge of financial services products to help clients with their day-to-day banking needs.
Commercial Lending Summer Intern
HUAXIA Bank
06.2021 - 08.2021
- Communicating closely with existing corporation clients to ensure their financial criteria align with the refinance requirement by checking their statement of financial position and annual report.
Education
Canadian Security Course -
12.2023
Bachelor of Business Administrative - Specialist in Management and Finance
University of Toronto
06.2023
Skills
- Financial services
- Customer relationship management
- Cash management
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Certification
CSC - The Canadian Securities Course
Timeline
Financial Services Representative
CIBC
06.2025 - Current
Financial Service Associate
CIBC
07.2023 - Current
Customer Service Representative
CIBC
06.2022 - 07.2023
Commercial Lending Summer Intern
HUAXIA Bank
06.2021 - 08.2021
Bachelor of Business Administrative - Specialist in Management and Finance
University of Toronto
Canadian Security Course -
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